RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Bernard Thomas Garrah
- Title
- Principal, Wealth Advisorreportedtempowealth.comfirm site, Sep 15, 2026
- Direct business phone
- 440-568-3676reportedtempowealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Tempo Wealth independent RIA currentsince May 30, 2025 · Independence, Oh
- Cleveland Wealth, LLC independent RIAMay 4, 2019 to May 19, 2025 · Cleveland, Oh
- MML Investors Services, LLC BD affiliatedAug 7, 2001 to May 1, 2019 · Cleveland, Oh
- Cleveland Wealth, LLC to Tempo Wealthleft May 19, 2025, registered May 30, 2025 (11 days) · RIA to a newly registered adviser · moved with a team
- MML Investors Services, LLC to Cleveland Wealth, LLCleft May 1, 2019, registered May 4, 2019 (3 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Bernard Thomas Garrah left Cleveland Wealth, Llc for Tempo Wealth (registered 2025-05-30)May 19, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address